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Monthly fee $0.00

One-off setup fee $0.00

Minimum commitment of 12 months

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All prices are GST inclusive.

FINANCIAL LITE vs FINANCIAL PRO

  • Desktop LITE
  • Desktop PRO
  • Live PRO
Desktop LITEDesktop PROLive PRO
$33
AUD per month
$49
AUD per month
$59
AUD per month
Cashbook
Automatic Bank Feeds
Additional charges may apply depending on Financial Institution.
Phoenix File Library
Transaction Auto Complete
Import Bank Statements
Generate EFT Payments
Schedule Regular Transactions
Email Statements & Reports
Attach an image to a transaction
Track Multiple Enterprises
Cash based GST Reporting without Invoicing
Transaction Audit for GST Reporting
Phoenix Payroll Integration
Additional cost involved
Cash Sale Accounts
Generate and Email Invoices
Customisable Invoices & Statement Layouts
Linking & transfers between cashbook & trading accounts
Asset & Liability Accounts
Cash or Accrual based GST Reporting with Invoicing
Automatically notify suppliers when paid via EFT
Receipt Scanner App
Agricultural Specifics
Fuel Tax Credit Calculation
Able to Integrate with Phoenix Production
Livestock Trading Accounts - With Taxation and Management Reports
Commodity Trading Accounts
Seasonal Farm Enterprise Analysis
Farm Gross Margin Reports by Season
Provides for Group Comparative Analysis & Benchmarking
Budgets
Cashflow Budgeting
Customisable Budget period up to 5 years
Load Actuals figures into Budgets
Load Projected Budgets – combine Actuals & Budget figures into a budget sheet
Merge two Budgets into one
Automatic Interest Rate Calculation
Budget using multiple accounts
Quickly edit a range of budget cells with the easy to use Factor tool
Export your Budget to PDF, CSV, or XLSX
Variable reporting period independent of Budget Period
GST Calculated and displayed Inclusive or Exclusive
Calculate the values in your Budget using Worktables
Plan out your season with the Use of Planning Tables
Utilise Multiple Sheets within a single budget
Budget to an Enterprise Level
Delivery Method
'Desktop' version is Installed on your local computer, whereas 'Live' version is cloud-hosted on AgData’s servers
Locally installed
Cloud hosted
Reports
Transaction List
Category Review
Account Statement
Reconciliation Summary
Reconciliation Statement
Trial Balance
Income & Expenditure
Profit & Loss
Budget Comparison
Net Worth
Actuals Report
Card File Report
Quantities Report
Projected Cashflow
Commodity Reports
Livestock Reports
Ratio Report
Enterprise Report
Price in AUD per month$33$49$59
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